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Creating and Tracking Opportunities

Opportunities in the CRM represent potential business deals, campaigns, or projects with clients. Logging them properly helps Forge Marketing forecast revenue, manage pipelines, and ensure no opportunity is overlooked.

Step-by-Step Guide

Step 1 — Log In

  • Go to [crm.forgemarketing.com].
  • Sign in with your Forge Marketing email and password.

Step 2 — Navigate to Opportunities

  • From the dashboard, select “Opportunities” in the left-hand menu.
  • Click “New Opportunity.”

Step 3 — Enter Opportunity Details

Fill in the key fields:

  • Opportunity Name (e.g., “Q4 Social Media Campaign — Acme Corp”)
  • Client/Company (link to existing record)
  • Estimated Value (forecasted revenue)
  • Stage (Lead → Qualified → Proposal Sent → Negotiation → Closed Won/Lost)
  • Expected Close Date
  • Assigned Account Manager

Step 4 — Add Supporting Information

  • Upload proposals, contracts, or briefing documents.
  • Record associated contacts (decision makers, stakeholders).
  • Add notes about key client requirements or decision timelines.

Step 5 — Save the Opportunity

  • Click “Save” to add it to the pipeline.

Tracking an Opportunity


Step 1 — View the Pipeline

  • From the Opportunities dashboard, view all active deals sorted by stage.

Step 2 — Update Progress

  • Move opportunities between stages as discussions progress.
  • Add notes after each interaction (calls, emails, meetings).
  • Adjust the value or expected close date as negotiations evolve.

Step 3 — Close the Opportunity

  • Once finalised, mark as Closed Won (deal secured) or Closed Lost (deal not pursued).
  • Add final notes for future reference.

Best Practices

  • Keep opportunity stages accurate and updated in real time.
  • Always include financial value — this helps with forecasting.
  • Record why an opportunity was lost for learning and improvement.
  • Collaborate by tagging colleagues in notes where joint effort is required.

Support

For assistance with opportunity management:

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